-2.3%
ABNB vs EW
-12.2%
+9.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.4% | -0.9% |
| 7D | +11.2% | +12.3% | -1.1% | +5.9% |
| 30D | +14.7% | +22.9% | -8.2% | +5.2% |
| 3M | +6.9% | +16.7% | -9.8% | 0.0% |
| 6M | +34.5% | +31.0% | +3.5% | +19.7% |
| YTD | +40.2% | +22.8% | +17.4% | +27.8% |
| 1Y | +57.4% | +25.6% | +31.9% | +42.1% |
| 3Y | +64.7% | +62.0% | +2.8% | +18.9% |
| 5Y | -2.3% | -12.8% | +10.5% | +4.8% |
| All | -2.3% | -12.2% | +9.9% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling